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Jackson Creek Investment Advisors’s Okta OKTA Stock Holding History

Jackson Creek Investment Advisors’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$567K Sell
3,998
-2,028
-34% -$191K 0.19% 221
2026
Q1 		$474K Buy
+6,026
New +$500K 0.14% 218
2025
Q3 		– Sell
-5,063
Closed -$506K – 331
2025
Q2 		$506K Sell
5,063
-33
-0.6% -$3.52K 0.14% 225
2025
Q1 		$536K Buy
+5,096
New +$498K 0.17% 223

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jackson Creek Investment Advisors's OKTA Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Okta (OKTA) stake by 34% in Q2 2026, selling an estimated $191K and leaving 3,998 shares worth $567K. The position accounts for 0.19% of the portfolio, ranked #221.

Jackson Creek Investment Advisors first reported a position in OKTA in Q1 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Jackson Creek Investment Advisors held 3,998 shares of Okta worth $567K as of Q2 2026.
  • Jackson Creek Investment Advisors sold 2,028 Okta shares in Q2 2026, an estimated $191K.
  • Okta made up 0.19% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Jackson Creek Investment Advisors first reported a position in Okta in Q1 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.